Interact to see
Advertisement
Advertisement
ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.08B
T. Rowe Price Capital Appreciation
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets70.55B
ERIFX vs PRWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERIFX vs. PRWCX commentary
Oct 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERIFX is a StrongBuy and PRWCX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. ERIFX (1.09B). PRWCX pays higher dividends than ERIFX: PRWCX (1.96) vs ERIFX (0.93). ERIFX was incepted earlier than PRWCX: ERIFX (9 years) vs PRWCX (39 years). ERIFX (1.22) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. ERIFX (5.00). ERIFX has a lower initial minimum investment than PRWCX: ERIFX (1000) vs PRWCX (2500). ERIFX annual gain was more profitable for investors over the last year : 3.89 vs. PRWCX (2.44). ERIFX return over 5 years is better than : 26.37 vs. PRWCX (20.78).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | 1.22 | 0.71 | 172% |
| Annual Report Gross Expense Ratio | 1.22 | 0.74 | 165% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 8.506 | 11.294 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 70.6B | 2% |
| Annual Yield % from dividends | 0.93 | 1.96 | 47% |
| Returns for 1 year | 3.89 | 2.44 | 160% |
| Returns for 3 years | 40.38 | 28.92 | 140% |
| Returns for 5 years | 26.37 | 20.78 | 127% |
| Returns for 10 years | N/A | 62.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QDTE | 34.96 | 0.17 | +0.49% |
| Roundhill Innovt-100 0DTE CovCllStratETF | |||
| JMHI | 50.67 | 0.06 | +0.12% |
| JPMorgan High Yield Municipal ETF | |||
| VB | 253.20 | -0.01 | N/A |
| Vanguard Small-Cap ETF | |||
| IQM | 88.20 | -0.36 | -0.41% |
| Franklin Intelligent Machines ETF | |||
| SLVR | 46.80 | -4.37 | -8.54% |
| Sprott Silver Mnrs & Physical Silver ETF | |||